Laurus Global Equity Management Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 1, 2026), Laurus Global Equity Management Inc. reported 45 stock positions worth $102.1 million. Its top holding was Jack Henry & Associates (JKHY) at 12.9% of the portfolio, followed by Charles River Laboratories (CRL, 12.1%) and PTC (PTC, 11.6%). Compared with Q4 2025, it opened 2 new positions, sold out of 1, added to 15 and reduced 11. The biggest buy was a new position in Microsoft (MSFT) and the biggest sale an exit from Cooper Cos (COO).
- Most Recent 13F
- Q1 2026
- Location
- TORONTO, A6
- CIK
- 0001869316
- Portfolio Value
- $102.1M (Q1 2026)
- SEC Filing
- 0001869316-26-000002 ↗ filed Apr 1, 2026
Holdings Value
Holdings 45 stocks · $102.1M
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 12.90% | 83,339 | $13.2M | Add +0.1% |
| CRL Charles River Laboratories | 12.11% | 71,685 | $12.4M | Reduce -13.0% |
| PTC PTC Inc. | 11.63% | 83,321 | $11.9M | No change |
| SPGI S&P Global Inc. | 10.90% | 26,165 | $11.1M | No change |
| CHRW C.H. Robinson Worldwide Inc. | 6.08% | 37,415 | $6.2M | Add +31.2% |
| IT Gartner Inc. | 5.31% | 34,260 | $5.4M | No change |
| GNRC Generac Holdings Inc. | 2.96% | 15,460 | $3.0M | Reduce -58.2% |
| MSFT Microsoft Corp. | 2.62% | 7,235 | $2.7M | New |
| FCN Fti Consulting Inc. | 2.05% | 11,870 | $2.1M | Reduce -0.2% |
| EFOR Everforth Inc. filed as ASGN INC | 1.63% | 42,889 | $1.7M | Add +28.8% |
| ENSG The Ensign Group Inc. | 1.60% | 8,120 | $1.6M | Reduce -26.0% |
| WTS Watts Water Technologies-A | 1.45% | 5,100 | $1.5M | No change |
| CSL Carlisle Cos Inc. | 1.41% | 4,320 | $1.4M | Reduce -60.1% |
| GIC Global Industrial Co. | 1.41% | 45,620 | $1.4M | Add +2.5% |
| NSSC Napco Security Technologies | 1.36% | 35,350 | $1.4M | Reduce -16.9% |
| LSTR Landstar System Inc. | 1.35% | 8,620 | $1.4M | Add +2.0% |
| ITGR Integer Holdings Corp. | 1.31% | 15,250 | $1.3M | Add +2.6% |
| CHE Chemed Corp. | 1.27% | 3,440 | $1.3M | Add +25.6% |
| VCTR Victory Capital Holding - A | 1.24% | 19,350 | $1.3M | No change |
| UFPT Ufp Technologies Inc. | 1.22% | 6,420 | $1.2M | Add +22.1% |
| FFIN First Finl Bankshares Inc. | 1.17% | 40,660 | $1.2M | Add +67.5% |
| XPEL Xpel Inc. | 1.15% | 26,610 | $1.2M | Add +2.5% |
| FIVE Five Below | 1.11% | 4,960 | $1.1M | Reduce -61.8% |
| CSW CSW Industrials Inc. | 1.07% | 4,180 | $1.1M | Add +5.0% |
| OTCM Otc Markets Group Inc. Class A | 1.05% | 20,000 | $1.1M | No change |
| BCPC Balchem Corp. | 1.05% | 6,310 | $1.1M | Reduce -26.5% |
| SPSC SPS Commerce Inc. | 0.96% | 17,540 | $976K | Add +52.9% |
| BFAM Bright Horizons Family Solut | 0.94% | 11,670 | $958K | Add +169.5% |
| RPM RPM International Inc. | 0.92% | 9,465 | $941K | No change |
| RLI Rli Corp. | 0.90% | 16,150 | $921K | No change |
| ALG Alamo Group Inc. | 0.88% | 5,460 | $901K | No change |
| CCC CCC Intelligent Solutions Ho | 0.85% | 144,730 | $868K | Add +96.9% |
| IBP Installed Building Products | 0.82% | 3,140 | $833K | No change |
| DV Doubleverify Holdings Inc. | 0.81% | 86,720 | $824K | Reduce -1.3% |
| IPAR Interparfums Inc. | 0.77% | 8,670 | $788K | No change |
| TREX Trex Company Inc. filed as TREX INC | 0.75% | 20,980 | $764K | Add +1.9% |
| ACN Accenture PLC Class A | 0.66% | 3,380 | $670K | New |
| WINA Winmark Corp. | 0.60% | 1,430 | $611K | Reduce -45.0% |
| NSP Insperity Inc. | 0.43% | 16,280 | $440K | No change |
| IMAX Imax Corp. | 0.33% | 8,945 | $340K | No change |
| GIL Gildan Activewear Inc. | 0.23% | 4,300 | $239K | No change |
| BN Brookfield Corp. | 0.22% | 5,459 | $221K | No change |
| BAM Brookfield Asset Mgmt-A | 0.21% | 4,827 | $215K | No change |
| APH Amphenol Corp. Class A | 0.20% | 1,655 | $209K | Reduce -35.9% |
| TRI Thomson Reuters Corp. | 0.11% | 1,265 | $114K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| COO The Cooper Cos Inc. | Sold out | 0.00% | −4.70 |
| CSL Carlisle Cos Inc. | Reduce -60.1% | 1.41% | −1.41 |
| CRL Charles River Laboratories | Reduce -13.0% | 12.11% | −1.27 |
| GNRC Generac Holdings Inc. | Reduce -58.2% | 2.96% | −1.15 |
| FIVE Five Below | Reduce -61.8% | 1.11% | −0.88 |
| WINA Winmark Corp. | Reduce -45.0% | 0.60% | −0.26 |
| NSSC Napco Security Technologies | Reduce -16.9% | 1.36% | −0.08 |
| APH Amphenol Corp. Class A | Reduce -35.9% | 0.20% | −0.08 |
| BCPC Balchem Corp. | Reduce -26.5% | 1.05% | −0.02 |
| DV Doubleverify Holdings Inc. | Reduce -1.3% | 0.81% | −0.01 |
| ENSG The Ensign Group Inc. | Reduce -26.0% | 1.60% | +0.05 |
| FCN Fti Consulting Inc. | Reduce -0.2% | 2.05% | +0.40 |
Portfolio Buys Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | New | 2.62% | +2.62 |
| CHRW C.H. Robinson Worldwide Inc. | Add +31.2% | 6.08% | +2.35 |
| ACN Accenture PLC Class A | New | 0.66% | +0.66 |
| FFIN First Finl Bankshares Inc. | Add +67.5% | 1.17% | +0.58 |
| BFAM Bright Horizons Family Solut | Add +169.5% | 0.94% | +0.58 |
| JKHY Jack Henry & Associates Inc. | Add +0.1% | 12.90% | +0.53 |
| CCC CCC Intelligent Solutions Ho | Add +96.9% | 0.85% | +0.37 |
| ITGR Integer Holdings Corp. | Add +2.6% | 1.31% | +0.37 |
| LSTR Landstar System Inc. | Add +2.0% | 1.35% | +0.36 |
| GIC Global Industrial Co. | Add +2.5% | 1.41% | +0.35 |
| EFOR Everforth Inc. | Add +28.8% | 1.63% | +0.32 |
| CHE Chemed Corp. | Add +25.6% | 1.27% | +0.32 |
| UFPT Ufp Technologies Inc. | Add +22.1% | 1.22% | +0.27 |
| TREX Trex Company Inc. | Add +1.9% | 0.75% | +0.16 |
| SPSC SPS Commerce Inc. | Add +52.9% | 0.96% | +0.12 |
| CSW CSW Industrials Inc. | Add +5.0% | 1.07% | +0.12 |
| XPEL Xpel Inc. | Add +2.5% | 1.15% | +0.10 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026 | 45 | $102.1M | JKHY, CRL, PTC, SPGI, CHRW |
| Q4 2025 | 44 | $122.8M | CRL, JKHY, PTC, SPGI, IT |
| Q3 2025 | 43 | $146.2M | PTC, CRL, SPGI, JKHY, DV |
| Q2 2025 | 46 | $153.1M | PTC, JKHY, SPGI, CRL, DV |
| Q1 2025 | 46 | $149.8M | JKHY, PTC, CRL, SPGI, DV |
| Q4 2024Amended | 44 | $194.2M | PTC, SPGI, DV, JKHY, CRL |
| Q3 2024 | 42 | $258.7M | PTC, SPGI, EFOR, CRL, GWRE |
| Q2 2024Amended | 39 | $242.0M | PTC, SPGI, CRL, EFOR, JKHY |
| Q1 2024 | 40 | $285.2M | CRL, PTC, EFOR, DV, SPGI |